Replies to post #144889 on Lightwave Logic Inc (LWLG)

[prototype_101]

not to mention those projections are for the market for ONLY one vertical and product, it's for 800g/1600g Transceivers at 1310 for DC's, these are not projections for Telecom applications at 1550, these also exclude any other verticals such as LIDAR, sensing, etc, also note that these number exclude any lower DC speed implementations, LWLG could very well do 4x100 for 400g in some of the DC's as well

as I said Lebby low-balled to the max on those charts in the ASM presentation!

[tedpeele]

That's not how I understood it. I thought the TAM and SAM was the 3rd party and the SOM was Lebby's own target for the obtainable market...I'll have to listen again.

[KCCO7913]

I need to modify my settings to not see replies, but while I’m here…

The market data behind those unit figures was provided by a reputable third party research firm. The SAM and SOM was LWLG internal data of their own estimates of market absorption based on the independent TAM data.

SOM is the minimum expectation of LWLG management.